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Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Annandale Capital
Texas
$397K
CAM
227
Cozad Asset Management
Illinois
$391K
HIM
228
Harbour Investment Management
Washington
$391K
AA
229
Auxano Advisors
Washington
$390K
LI
230
Lafayette Investments
Maryland
$388K
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$386K
CG
232
Caprock Group
Idaho
$378K
AP
233
Appleton Partners
Massachusetts
$372K
DAM
234
Directional Asset Management
Illinois
$370K
SWA
235
Sax Wealth Advisors
New Jersey
$368K
CP
236
Creekside Partners
California
$368K
Empower Advisory Group
237
Empower Advisory Group
Colorado
$365K
Northern Trust
238
Northern Trust
Illinois
$364K
NP
239
NorthRock Partners
Minnesota
$362K
NCM
240
Noesis Capital Mangement
Florida
$357K
SWM
241
SeaCrest Wealth Management
New York
$353K
SAI
242
Savvy Advisors Inc
New York
$344K
GT
243
Glenmede Trust
Pennsylvania
$344K
MPW
244
Magnolia Private Wealth
Pennsylvania
$337K
KIA
245
KCM Investment Advisors
California
$336K
KAS
246
Kestra Advisory Services
Texas
$335K
E
247
EntreWealth
Texas
$333K
CA
248
Clune & Associates
Illinois
$327K
IAA
249
Independent Advisor Alliance
North Carolina
$326K
CA
250
Clearstead Advisors
Ohio
$321K